NYT CEO Meredith Kopit Levien on Running a Media Brand in the Age of AI – Odd Lots — Transcript

NYT CEO Meredith Kopit Levien on Running a Media Brand in the Age of AI – Odd Lots — Transcript

Market views

Bullish

NYT— The New York Times has successfully transformed from a declining print business to a thriving digital subscription model with over 1,000 more journalists than 13 years ago, growing revenue and profit each quarter, with massive audience reach and successful diversification into games, sports (The Athletic), and lifestyle content while maintaining journalism quality as the economic foundation.

Bearish

OPENAI— The New York Times is actively suing OpenAI (and Microsoft) for stealing their content without permission to build competing products, with the CEO emphasizing that AI companies spending billions on compute should pay fairly for high-quality journalism data they've used without authorization.

Not investment advice.